Personal Information
Entreprise/Lieu de travail
Greater Boston Area United States
Profession
Investment Advisor
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.globalfocuscapital.com
À propos
Senior Investment Professional with proven portfolio management (equity and asset allocation), global macro research, and marketing of investment strategies. Recognized as a creative and conceptual thinker with superior analytical and people management skills. Able to immediately impact an organization at the investment, sales, and business levels.
Strengths include:
• In-depth understanding of a wide variety of investment strategies (traditional and alternative), instruments (including derivatives), capital market environments and client types
• Capital market assessment, asset allocation structuring and corresponding implementation strategy
• Modeling and evaluation of sec...
Mots-clés
asset allocation
growth
value
equities
risk
stock picking
investment
etf
corporate taxes
tax gap
tax arbitrage
effective corporate tax rates
tax inversions
articles
Tout plus
Présentations
(10)Documents
(6)Personal Information
Entreprise/Lieu de travail
Greater Boston Area United States
Profession
Investment Advisor
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.globalfocuscapital.com
À propos
Senior Investment Professional with proven portfolio management (equity and asset allocation), global macro research, and marketing of investment strategies. Recognized as a creative and conceptual thinker with superior analytical and people management skills. Able to immediately impact an organization at the investment, sales, and business levels.
Strengths include:
• In-depth understanding of a wide variety of investment strategies (traditional and alternative), instruments (including derivatives), capital market environments and client types
• Capital market assessment, asset allocation structuring and corresponding implementation strategy
• Modeling and evaluation of sec...
Mots-clés
asset allocation
growth
value
equities
risk
stock picking
investment
etf
corporate taxes
tax gap
tax arbitrage
effective corporate tax rates
tax inversions
articles
Tout plus